Odaily Planet Daily reports: Citrini analyst Jukan posted on X that AMD is close to finalizing a major supply agreement with Samsung Electronics for HBM4. AMD CEO Lisa Su stated during the “AMD Advancing AI 2026” event in San Francisco on June 23 that the two companies are “nearly there.” AMD has announced that its “Helios” AI server rack has entered mass production and is scheduled to begin shipping by the end of the third quarter. Samsung Electronics’ President of Foundry Business, Han Jin-man, and DSA Head Cho Sang-yeon attended Lisa Su’s keynote and continued negotiations with AMD executives on fully launching HBM4 supply.
AMD Near Final Agreement with Samsung for Mass HBM4 Supply
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Summary
AMD is nearing finalization of a mass supply agreement for HBM4 with Samsung Electronics, according to AI and crypto news. At the 'AMD Advancing AI 2026' event in San Francisco on June 23, CEO Lisa Su stated that the two companies are “almost there.” AMD’s ‘Helios’ AI server rack has entered mass production, with shipments expected by the end of Q3. Samsung executives Han Jin-man and Cho Sang-yeon attended the keynote and continued discussions with AMD to secure full HBM4 supply. On-chain reports indicate growing collaboration between chipmakers and AI infrastructure providers.
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